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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

945 hedge funds and large institutions have $17.8B invested in iShares MSCI EAFE Value ETF in 2024 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 415 increasing their positions, 262 reducing their positions, and 41 closing their positions.

Holders
945
Holders Change
+56
Holders Change %
+6.3%
% of All Funds
13.67%
Holding in Top 10
90
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+69.81%
% of All Funds
1.3%
New
107
Increased
415
Reduced
262
Closed
41
Calls
$84.1M
Puts
–
Net Calls
+$84.1M
Net Calls Change
+$84.1M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.11B
2
LPL Financial
2
LPL Financial
California
$735M
3
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$567M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$761M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$355M

Top Sellers

1
SWM
1
Scissortail Wealth Management
Oklahoma
$5.16M
2
Ameriprise
2
Ameriprise
Minnesota
$213M
3
Jane Street
3
Jane Street
New York
$314K
4
SP
4
Symmetry Partners
Connecticut
$12.2M
5
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
76
McMorgan & Co
California
$27.4M -$1.54M -26,749 -5%
BAM
77
Brave Asset Management
New Jersey
$26.6M +$1.11M +19,287 +4%
TA
78
Townsend & Associates
Colorado
$26M -$44.3K -801 -0.2%
FTUS
79
Flow Traders U.S.
New York
$25.5M +$12.8M +221,620 +100%
KAS
80
Kestra Advisory Services
Texas
$25M -$4.22M -73,354 -14%
Mercer Global Advisors
81
Mercer Global Advisors
Colorado
$24.2M -$2.59M -45,346 -10%
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$24.2M +$1.74M +30,173 +8%
AAS
83
Avantax Advisory Services
Texas
$24.1M +$10.9M +188,639 +82%
Fifth Third Bancorp
84
Fifth Third Bancorp
Ohio
$23.9M -$2.38M -41,412 -9%
SHJ
85
Sharkey, Howes & Javer
Colorado
$23.8M +$11.8M +204,855 +98%
VU
86
Valence8 US
Massachusetts
$23M – – –
SW
87
SteelPeak Wealth
California
$22.7M +$14.3M +248,409 +170%
WA
88
Waverly Advisors
Alabama
$22.5M -$46K -800 -0.2%
EWA
89
Exencial Wealth Advisors
Oklahoma
$22.3M -$601K -10,447 -3%
MPW
90
MA Private Wealth
California
$22.1M -$7.04M -122,429 -24%
SHIM
91
Stone House Investment Management
Pennsylvania
$21.5M +$12M +209,111 +127%
HFA
92
High Falls Advisors
New York
$21.5M +$11.6M +202,410 +119%
HGWM
93
Horst & Graben Wealth Management
Oregon
$20.3M +$9.58M +166,504 +89%
PFA
94
Pettinga Financial Advisors
Indiana
$20.2M +$12.5M +216,834 +162%
WWG
95
West Wealth Group
California
$19.8M +$8.83M +153,538 +81%
JFGIW
96
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$19.5M -$31.6M -549,693 -62%
SB
97
Strategic Blueprint
Georgia
$19.3M +$6.79M +117,968 +54%
FFA
98
Farther Finance Advisors
California
$19.1M +$7.26M +126,135 +61%
ACA
99
Affinity Capital Advisors
California
$18.8M -$1.25M -21,769 -6%
BF
100
BOK Financial
Oklahoma
$18.1M -$354K -6,261 -2%
2 3
4
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